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Feature 12 Contact Hub

Centralize Customer Communication & Retention – In One Powerful Hub

Contact Hub is built to help businesses and agencies stay connected with leads, customers, and past clients effortlessly.

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Why Automating Customer Engagement & Retention

Why Contact Hub Matters

Never Miss a Follow-Up

Automatically surface contacts that need attention based on inactivity rules.

Increase Customer Retention

Consistent communication keeps customers engaged long after the first interaction.

Multi-Channel Messaging

Reach customers via SMS, WhatsApp, or Email from one dashboard.

Centralized Contact Management

Store, organize, and manage all customer data in a single place.

Scalable & Automated Communication

Use templates, alerts, and reminders to engage hundreds or thousands of contacts efficiently.

Features Powerful Contact Hub Features Built for Scale

Message Smarter, Follow Up Better, Retain More Customers

Unified Contact Dashboard

View total contacts, engagement status, and follow-up needs at a glance.

To-Contact (Smart Retention List)

Automatically identifies contacts who haven’t been contacted within your inactivity threshold.

Advanced Contact Management

Add, edit, delete, import (CSV), and categorize contacts as Leads, Customers, or Past Customers.

Multi-Channel Messaging

Send messages via SMS, WhatsApp, or Email from a single interface.

Message History & Status Tracking

Track sent, failed, and delivered messages with full conversation history per contact.

Reusable Message Templates

Create approved SMS, WhatsApp, and Email templates for faster communication.

Dynamic Personalization

Insert customer names and details automatically using personalization tokens.

Automated Birthday & Anniversary Alerts

Send scheduled wishes automatically to strengthen customer relationships.

Reminders & Task Management

Set reminders and mark follow-ups as done to stay organized.

Credits & Usage Tracking

Monitor contact limits, remaining credits, and purchase top-ups as you scale.

Secure API Access

Programmatically add contacts and integrate Contact Hub with external systems.

Provider & Sender Management

Configure Twilio (SMS & WhatsApp) and SMTP email providers with live sender status.

Steps Easy to navigate

How the Contact Hub Module Works

  • 01 Add or Import Contacts Manually add contacts or import them in bulk using CSV.
  • 02 Create Message Templates Design reusable templates for SMS, WhatsApp, and Email with personalization.
  • 03 Send Messages or Automate Alerts Send instant messages or automate birthday, anniversary, and retention alerts.
  • 04 Track, Follow Up & Retain Use message history, reminders, and the To-Contact list to stay proactive.
How the Contact Hub Module Works on GMB Briefcase - GMB management tool
Questions Value, built for scale.

Need Help? We’ve Got You.

Which messaging channels are supported?
SMS, WhatsApp, and Email.
Can I automate messages?
Yes. Birthday alerts and anniversary wishes can be automated.
Can I import contacts in bulk?
Yes. Upload contacts easily using CSV import.
Do WhatsApp templates require approval?
Yes. WhatsApp templates follow Meta’s approval process.
Can I track message delivery status?
Yes. See sent, failed, and delivery statuses in the Messages section.
Is there a contact limit?
Yes. Each account includes a base allowance with optional top-ups.
Does Contact Hub support API access?
Yes. Use the API to add contacts programmatically.
Is this suitable for agencies?
Absolutely. Designed for multi-client, high-volume contact management.
  • Centralized contact management
  • Multi-channel messaging
  • Automated alerts
  • Personalized templates at scale
  • Better customer retention
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Smarter Customer Retention Starts Now

Turn every contact into a long-term relationship – without manual effort.

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